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Associate People with Deals

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Maria Herrell
Updated 4 hours ago
We will guide you through two straightforward methods for linking individuals to deals from their profile page. With clear associations, you’ll always know who’s involved in each opportunity—making collaboration and follow-up a whole lot smoother.

Methods to Associate a Person with a Deal

Option 1: Add a New Deal 
  1. Go to the person’s profile.
  2. In the Deals tiles, click on the + icon.
  3. Fill in the deal details (name, stage, value, owner, etc.).
  4. Save the deal.
The deal will appear in the person’s Deals section once added.

Option 2: Link to an Existing Deal
  1. From the person’s profile, click Actions > Associate to Deal.
  2. Use the search field to find the existing deal.
  3. Select the deal and confirm.
The window will also show any deals the person is already associated with.


If you have any questions or run into any trouble, reach out to our support team at [email protected].
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